Paul A. Carl, Jr., CPFA^™, Retirement Plan Advisor, Vice President, Client Relationship Management, works with retirement plan sponsors and their valued employees to help establish and maintain paths toward a successful financial retirement. He actively draws on his Department of Labor regulatory and corporate retirement industry experience to apply a unique combination of ERISA and fiduciary expertise to Administration, Plan Design, Investments, Plan Costs, and Participant Education. Paul also consults on legislative matters concerning retirement and periodically presents on ERISA-related topics to plan sponsors, peer advisors, and other retirement service providers.

Education:

FINRA 6, 63, & 65 

Kentucky Health, Life, Variable Life & Variable Annuities

Certified Plan Fiduciary Advisor (CPFA^™)

Thomas More University – Bachelor of Arts in Accounting & Computer Science

Thomas More University – Associate Degree in Business Administration

• St. Elizabeth Foundation Planned Giving Committee – Member
• Diocese of Covington Investment Committee – Member
• Holy Cross High School – Former School Board Member
• DCCH Center for Children and Families – Former Board Member